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This Month's Exclusive Article The Often-Missed Corner of Healthcare That Wall Street Is LovingAuthored by Nathan Reiff. Article Posted: 3/29/2026. 
Key Points - Numerous lab equipment stocks are down in the high-teens so far this year, but seemingly modest sales growth may hide fundamental strengths.
- These companies can present a more secure approach to the healthcare industry than some higher-risk alternatives.
- Still, headwinds including tariff impacts and inflation remain a concern.
- Special Report: Elon Musk already made me a "wealthy man"
The healthcare industry is notoriously volatile—company fortunes can be made or broken on the success of a single product or the results of a clinical trial—and it's not uncommon for stocks in this sector to experience some of the market's biggest spikes and drops. Investors looking to access the healthcare space but wary of that turbulence might adopt a "picks and shovels" approach that targets companies supplying essential equipment and services rather than higher-risk pharmaceutical names. Lab equipment stocks are often overlooked, even though some companies in this subindustry rank among the largest in healthcare. Given several external factors that could influence healthcare in 2026—shifting subsidies, an aging population, inflation, the growing role of AI, and more—core lab equipment names may look especially attractive. Below are some major players worth a closer look. A Recent Dip Masks Thermo Fisher's Long-Term Strengths $182-billion life sciences solutions, diagnostics, and analytical instruments company Thermo Fisher Scientific (NYSE: TMO) has had a difficult start to 2026, with shares down more than 15% year-to-date (YTD) and the company recently falling into TradeSmith's red zone for financial health. A significant portion of that weakness appears tied to tariffs and FX volatility, which together pressured margins by over 100 basis points in 2025. There are, however, several encouraging signs in Thermo Fisher's recent results. In Q4 2025, revenue was $12.2 billion, up 7% year-over-year (YOY) and roughly $250 million above analyst estimates. Adjusted earnings per share also beat expectations at $6.57. That momentum may reflect several recent product introductions, including the Orbitrap Astral Zoom mass spectrometer and new bioreactor offerings. Thermo Fisher's diversified business model should help cushion it against external pressures. Even if 2026 guidance is modest (revenue growth of 4% to 6%), improving EBITDA margins and steady customer demand are tailwinds. Analysts remain largely positive: 17 of 19 rate the stock a Buy or equivalent, and consensus estimates suggest more than 29% upside. Danaher's Business May Be Improving, Even as Guidance Remains Modest Danaher Corp. (NYSE: DHR) shares are down nearly 20% YTD as the instruments, consumables, and reagents firm navigates a similar headwind environment. While 2026 guidance calls for modest core revenue growth of 3% to 6% YOY, the latest quarter showed a top- and bottom-line beat and the company generated $5.3 billion in free cash flow for 2025. Two areas to watch in 2026 are Danaher's bioprocessing business, which is expected to deliver high-single-digit revenue growth driven by strong monoclonal antibody demand, and diagnostics. Diagnostics could benefit from recent FDA clearances, and equipment orders have begun to improve after a prolonged slump, which may support near-term sales growth. Analysts expect about 12.3% earnings growth in the year ahead and roughly 35% potential upside in the share price. That optimism is reflected in ratings: 19 of 22 analysts rate DHR shares a Buy. Agilent's Biocare Purchase Could Be a Catalyst Agilent Technologies (NYSE: A) appears to lag the peers above based on its latest earnings, which showed 4.4% YOY revenue growth and slight misses on both revenue and earnings versus expectations. Still, Agilent may have a growth engine in its recent acquisition of Biocare Medical, which strengthens its position in cancer diagnostics. The acquisition's nearly $1 billion price tag was significant, but Biocare should add recurring revenue in a growing, potentially higher-margin business that could help lift Agilent's operating margin (24.6% in the last quarter). Despite shares being down about 17% YTD, analysts see meaningful upside—roughly 42%—and Wall Street's consensus is a Moderate Buy, with 13 of 16 ratings at Buy or similar. |
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